EF

Empowered Funds Portfolio holdings

AUM $15.7B
1-Year Est. Return 34.04%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+34.04%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$9.9B
AUM Growth
+$1.07B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,971
New
Increased
Reduced
Closed

Top Buys

1
+$74.5M
2
+$46.1M
3
+$39M
4
AAPL icon
Apple
AAPL
+$33.4M
5
LRCX icon
Lam Research
LRCX
+$30.8M

Top Sells

1
+$115M
2
+$109M
3
+$99.9M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$69.2M
5
AVDV icon
Avantis International Small Cap Value ETF
AVDV
+$52.1M

Sector Composition

1 Technology 22%
2 Financials 14.22%
3 Consumer Discretionary 11.33%
4 Industrials 10.31%
5 Energy 8.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$10.7M 0.11%
25,542
-37,988
202
$10.7M 0.11%
87,101
-15,495
203
$10.7M 0.11%
40,851
-19,405
204
$10.6M 0.11%
322,380
+62,709
205
$10.6M 0.11%
331,876
+71,510
206
$10.6M 0.11%
277,052
+25,628
207
$10.6M 0.11%
124,540
+4,625
208
$10.5M 0.11%
15,103
+1,244
209
$10.5M 0.11%
23,024
+4,879
210
$10.5M 0.11%
322,245
+65,761
211
$10.5M 0.11%
297,479
+49,749
212
$10.4M 0.1%
150,787
+13,318
213
$10.4M 0.1%
1,160,989
+45,699
214
$10.3M 0.1%
140,928
+19,260
215
$10.3M 0.1%
184,181
+8,859
216
$10.3M 0.1%
363,921
-361,823
217
$10.3M 0.1%
154,297
+7,504
218
$10.2M 0.1%
248,053
-179,273
219
$10.2M 0.1%
304,032
+44,207
220
$10.2M 0.1%
276,317
+25,532
221
$10.1M 0.1%
89,819
+21,774
222
$10.1M 0.1%
108,213
-4,344
223
$10M 0.1%
21,043
+6,079
224
$9.98M 0.1%
+367,645
225
$9.95M 0.1%
48,854
+24,432
7 8
9
10 11